Purchases and Sales Made in Q2 2024 in Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT) during Q2 2024. The information is specifically focused on institutions that hold shares of MICROSOFT CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-52- 0.44% |
$20.2K - $23.5K
|
11.8K
$5.02M
|
|
|
Jul 19, 2024
Q2 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-53- 0.57% |
$20.6K - $24K
|
9.29K
$3.95M
|
|
|
Aug 09, 2024
Q2 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-53- 0.32% |
$20.6K - $24K
|
16.6K
$7.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-53- 0.36% |
$20.6K - $24K
|
14.5K
$6.16M
|
|
|
Jul 30, 2024
Q2 2024
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-54- 10.65% |
$21K - $24.5K
|
453
$193K
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-54- 0.51% |
$21K - $24.5K
|
10.6K
$4.51M
|
|
|
Jul 10, 2024
Q2 2024
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-55- 0.71% |
$21.4K - $24.9K
|
7.65K
$3.25M
|
|
|
Jul 10, 2024
Q2 2024
|
Madden Securities Corp
|
SELL
|
- |
-55- 0.52% |
$21.4K - $24.9K
|
10.6K
$4.52M
|
|
|
Jul 24, 2024
Q2 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-56- 1.36% |
$21.8K - $25.4K
|
4.05K
$1.72M
|
|
|
Aug 06, 2024
Q2 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-56- 2.44% |
$21.8K - $25.4K
|
2.24K
$953K
|
|
|
Aug 12, 2024
Q2 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-56- 0.24% |
$21.8K - $25.4K
|
23.5K
$9.99M
|
|
|
Jul 30, 2024
Q2 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-57- 0.92% |
$22.2K - $25.8K
|
6.12K
$2.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-57- 0.71% |
$22.2K - $25.8K
|
7.97K
$3.39M
|
|
|
Jul 31, 2024
Q2 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-58- 0.35% |
$22.6K - $26.3K
|
16.3K
$6.93M
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-58- 0.87% |
$22.6K - $26.3K
|
6.6K
$2.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Cutler Capital Management, LLC
Worcester, MA |
SELL
|
- |
-59- 4.75% |
$23K - $26.7K
|
1.18K
$503K
|
|
|
Jul 23, 2024
Q2 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-59- 2.13% |
$23K - $26.7K
|
2.71K
$1.15M
|
|
|
Jul 25, 2024
Q2 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-59- 0.28% |
$23K - $26.7K
|
21K
$8.92M
|
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
SELL
|
- |
-59- 4.8% |
$23K - $26.7K
|
1.17K
$497K
|
|
|
Aug 01, 2024
Q2 2024
|
Phraction Management LLC
Stamford, CT |
SELL
|
- |
-59- 0.12% |
$23K - $26.7K
|
50.4K
$21.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-59- 0.93% |
$23K - $26.7K
|
6.32K
$2.69M
|
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-60- 2.18% |
$23.4K - $27.2K
|
2.69K
$1.14M
|
|
|
Jul 26, 2024
Q2 2024
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-60- 2.4% |
$23.4K - $27.2K
|
2.44K
$1.04M
|
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
SELL
|
- |
-61- 0.25% |
$23.7K - $27.6K
|
24.4K
$10.4M
|
|
|
Jul 25, 2024
Q2 2024
|
First National Bank Of Hutchinson
|
SELL
|
- |
-61- 0.42% |
$23.7K - $27.6K
|
14.4K
$6.14M
|
|
|
Aug 01, 2024
Q2 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-61- 0.33% |
$23.7K - $27.6K
|
18.5K
$7.88M
|
|
|
Aug 15, 2024
Q2 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-61- 0.34% |
$23.7K - $27.6K
|
17.9K
$7.62M
|
|
|
Jul 08, 2024
Q2 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-62- 0.49% |
$24.1K - $28.1K
|
12.6K
$5.37M
|
|
|
Jul 12, 2024
Q2 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-62- 0.46% |
$24.1K - $28.1K
|
13.3K
$5.67M
|
|
|
Jul 23, 2024
Q2 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-62- 0.52% |
$24.1K - $28.1K
|
12K
$5.09M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-62- 0.18% |
$24.1K - $28.1K
|
33.8K
$14.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Guild Investment Management, Inc.
|
SELL
|
- |
-62- 1.01% |
$24.1K - $28.1K
|
6.07K
$2.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-62- 0.14% |
$24.1K - $28.1K
|
44.4K
$18.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-62- 1.52% |
$24.1K - $28.1K
|
4.01K
$1.71M
|
|
|
Aug 05, 2024
Q2 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-63- 0.76% |
$24.5K - $28.5K
|
8.19K
$3.48M
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-63- 0.41% |
$24.5K - $28.5K
|
15.3K
$6.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-64- 2.59% |
$24.9K - $29K
|
2.4K
$1.02M
|
|
|
Jul 17, 2024
Q2 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-64- 2.97% |
$24.9K - $29K
|
2.09K
$890K
|
|
|
Aug 14, 2024
Q2 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-64- 0.41% |
$24.9K - $29K
|
15.5K
$6.61M
|
|
|
Jul 16, 2024
Q2 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-65- 2.49% |
$25.3K - $29.4K
|
2.55K
$1.08M
|
|
|
Jul 16, 2024
Q2 2024
|
Meyer Handelman CO
|
SELL
|
- |
-65- 0.01% |
$25.3K - $29.4K
|
497K
$211M
|
|
|
Jul 24, 2024
Q2 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-66- 0.45% |
$25.7K - $29.9K
|
14.5K
$6.15M
|
|
|
Aug 14, 2024
Q2 2024
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-66- 0.78% |
$25.7K - $29.9K
|
8.36K
$3.56M
|
|
|
Jul 11, 2024
Q2 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-67- 0.55% |
$26.1K - $30.3K
|
12.1K
$5.14M
|
|
|
Jul 15, 2024
Q2 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-67- 1.37% |
$26.1K - $30.3K
|
4.81K
$2.05M
|
|
|
Jul 08, 2024
Q2 2024
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-68- 0.25% |
$26.5K - $30.8K
|
27.1K
$11.5M
|
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-69- 0.51% |
$26.9K - $31.2K
|
13.5K
$5.75M
|
|
|
Jul 10, 2024
Q2 2024
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-70- 0.46% |
$27.3K - $31.7K
|
15K
$6.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-70- 0.31% |
$27.3K - $31.7K
|
22.5K
$9.55M
|
|
|
Aug 13, 2024
Q2 2024
|
1492 Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-70- 7.87% |
$27.3K - $31.7K
|
820
$349K
|